Today, a rundown of how various global markets are positioned relative to the risk of the Strait of Hormuz remaining closed for various time periods. Towards the end of the podcast, we look at why, even if the short term focus is on the Strait of Hormuz and whether regime change lies ahead for Iran, something far more monumental is at stake. Saxo Equity Strategist Ruben Dalfovo also breaks down the earnings reports and market reactions for key companies reporting this week, including Crowdstrike, Broadcom and Marvell and looks at three more key names set to report next week, including Oracle. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
The FX Trader post from today from John.
The Michael McNair post discussing with a priceless framing of the US-China race for control of supply chains as tension builds with the US' latest moves.
About twice per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.
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